i capital advisers is the corporate finance advisory arm of the i capital group, a niche black empowered financial services firm, and provides a full range of corporate finance advisory services to both listed and unlisted companies, focusing advising on mergers and acquisitions. i capital advisers specializes in advising larger companies on their smaller & medium sized transactions and has successfully completed transactions with a number of blue chip corporates.

i capital advisers’ range of Corporate Finance advisory services includes:

The complete project management of a corporate finance transaction, encompassing acquisitions, mergers and disposals including:

Valuation of company or division subject to a transaction;

Advice on the most appropriate transaction structure, taking into account such issues as taxation and the Companies Act;

Advice on potential acquisition targets or purchasers (both financial and strategic buyers);

Preparation of information memoranda and data room for potential investors/buyers;

Solicitation of investor interest in the case of a disposal;

Assistance in negotiations with counter-parties to a transaction;

Consideration of regulatory requirements affecting a transaction, including the Competition Act;

Input into and comment on the relevant legal agreements required for the implementation of a transaction, including sale and shareholder agreements;

Preparation of any documentation related to transaction execution (including Securities Regulation Code and JSE requirements);

Preparation of board presentations, press announcements etc.;

Preparation of roadshow presentations; and

Co-ordination of any due diligence exercise related to a transaction.

In addition to the above, i capital advisers offers the following services:

Input into strategy and group structure

Input into growth alternatives (build, buy or ally); and

Research into a particular industry or company.


iTEAM corporate finance

LANCE WILLIAMS MANAGING DIRECTOR CA (SA)

Lance heads up i capital. He provides companies with advice on issues such as acquisitions, disposals, mergers and takeovers, and has advised companies on a large number of successful transactions. He has a detailed knowledge of the regulatory environment affecting corporate finance transactions, including knowledge of the Companies Act, associated tax legislation, the Listing rules of the JSE and the Securities Regulation Code on Takeovers and Mergers. In addition he has an in depth knowledge of the various types of valuation techniques utilised internationally.

He has a B.Comm BAcc (with distinction) from the University of the Witwatersrand and graduated in the top ten in the board exam (QE). He is a member of both the JSE Issuer Services Advisory Committee and the AltX Advisory Committee. He is also a co-founder and past director of Young Business for South Africa, a nonprofit organisation that aims to promote networking and understanding between all types of young economically active South Africans.

Prior to his co-founding i capital, Lance was an associate within the Corporate Finance division of UBS. At UBS he was involved in executing large corporate finance transactions, including mergers, acquisitions and disposals. Lance has been involved in the execution of a number of high profile transactions involving large listed companies. Prior to joining UBS (previously Union Bank of Switzerland Corporate Finance), Lance was employed in the corporate finance department of the then Price Waterhouse. During his period of employment at Price Waterhouse, Lance gained exposure to a range of transactions involving smaller, primarily unlisted businesses.


ROLAND SCHONBORN ASSOCIATE

Roland is an associate analyst working within the corporate finance team at i capital. Roland assists on all aspects of corporate advisory work, including valuations, research, and the project management of acquisition and disposal mandates.
Prior to his employment at i capital, he gained valuable experience in the African listed equity space gaining exposure to companies across a number of African countries within diverse industries. Roland has also been involved in risk management consulting in the South African banking sector where he gained significant insight into the dynamics of risk analysis and risk mitigation. Roland graduated from the University of Cape Town, completing a B.Soc.Sci PPE. He is also a Level III CFA candidate.




iCREDENTIALS corporate finance


iREFERENCES corporate finance